LMBS

First Trust$49.16-0.07 (-0.14%)
AUM $6.46BER 0.66%NAV $49.36Holdings 1,058

Price Chart

Key Statistics

Previous Close

$49.23

Day Range

$49.14$49.27

52-Week Range

$49.16$50.44

Avg Volume

467.7K

Dividend Yield

4.06%

Expense Ratio

0.66%

AUM

$6.46B

Shares Outstanding

128.2M

ETF Grades

?

Country Allocation

CountryWeight %
Other88.92%
United States11.08%

Fund Information

Inception Date
Nov 4, 2014
Exchange
NASDAQ
Description
The First Trust Low Duration Opportunities ETF is an actively managed exchange-traded fund. The Fund's primary objective is to generate current income with a secondary objective of capital appreciation.

The First Trust Low Duration Opportunities ETF (LMBS) is an exchange-traded fund issued by First Trust that launched on Nov 4, 2014. It currently manages $6.46B in assets under management. The fund charges an expense ratio of 0.66%. The fund holds 1058 securities in its portfolio.

Top 10 holdings represent 43.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1US 2YR NOTE (CBT) Dec2620.86%4,880$997.8M
2Fannie Mae or Freddie Mac TBA, 5.50%, due 04/01/20567.05%345,546,000$337.1M
3Fannie Mae or Freddie Mac TBA, 6%, due 05/01/20563.10%148,445,000$148.4M
4Fannie Mae or Freddie Mac TBA, 6%, due 06/01/20562.34%112,358,000$112.2M
5Freddie Mac FR SL2533, 4%, due 05/01/20492.05%108,138,381$98.0M
6Freddiemac Strip Series 459, Class GH, 4.80%, due 07/25/20311.93%93,697,393$92.3M
7Freddiemac Strip Series 470, Class JA, 4.80%, due 08/25/20311.73%83,798,099$82.9M
8Freddiemac Strip Series 462, Class AK, 4.65%, due 07/25/20311.68%81,645,726$80.2M
9Fannie Mae or Freddie Mac TBA, 3%, due 02/01/20521.67%95,568,000$80.1M
10GNMA TBA, 4.50%, due 04/01/20561.42%73,659,000$67.8M
11Freddiemac Strip Series 459, Class GE, 4.65%, due 07/25/20311.28%62,310,353$61.2M
12Fannie Mae FN FM3003, 4%, due 05/01/20491.24%63,648,259$59.3M
13U.S. Treasury Inflation Indexed Note, 0.125%, due 04/15/20271.22%50,000,000$58.4M
14Fannie Mae or Freddie Mac TBA, 5%, due 03/01/20561.21%60,942,000$57.8M
15Freddie Mac FR SL1523, 3.50%, due 07/01/20501.15%62,365,633$55.1M
Page 1 of 22

Detailed Returns

PeriodReturnETF
1D
-0.14%
1W
-0.67%
1M
-1.13%
3M
-1.46%
6M
-1.89%
YTD
-1.58%
1Y
-1.50%
3Y
+3.21%
5Y
-3.06%

Moving Averages

20-Day MA

$49.52

Below 20-Day MA
50-Day MA

$49.58

Below 50-Day MA
200-Day MA

$49.89

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$50.44

Current Price

$49.16

52-Week Low

$49.16

$49.16$50.44

Current Yield

4.06%

Annual Dividend

$0.6800

Frequency

12x/year

Last Ex-Date

Aug 21, 2026

Dividend History

Ex-DateAmountPay Date
Aug 21, 2026$0.1700Aug 31, 2026
Jul 21, 2026$0.1700Jul 31, 2026
Jun 25, 2026$0.1700Jun 30, 2026
May 21, 2026$0.1700May 29, 2026
Apr 21, 2026$0.1700Apr 30, 2026
Mar 26, 2026$0.1700Mar 31, 2026
Feb 20, 2026$0.1700Feb 27, 2026
Jan 21, 2026$0.1700Jan 30, 2026
Dec 12, 2025$0.1700Dec 31, 2025
Nov 21, 2025$0.1700Nov 28, 2025
Oct 21, 2025$0.1700Nov 3, 2025
Sep 25, 2025$0.1700Sep 30, 2025
Aug 21, 2025$0.1700Aug 29, 2025
Jul 22, 2025$0.1700Jul 31, 2025
Jun 26, 2025$0.1700Jun 30, 2025
May 21, 2025$0.1700May 30, 2025
Apr 22, 2025$0.1700Apr 30, 2025
Mar 27, 2025$0.1700Mar 31, 2025
Feb 21, 2025$0.1700Feb 28, 2025
Jan 22, 2025$0.1700Jan 31, 2025

Dividend Payments Over Time

Category Comparison

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